Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Howard Seymour is a financial advisor with over 20 years of experience in the industry. Jeffrey is currently registered as an Investment Advisor Representative with World Investment Advisors, LLC. Jeffrey has held previous positions with several other financial institutions, including Pensionmark Securities, LLC, CapFinancial Securities, LLC, and LPL Financial LLC. Jeffrey is a Series 6, Series 63, Series 65, and Series 26 licensed advisor and has earned the SIE designation. Jeffrey specializes in providing financial planning, pension consulting, and portfolio management services to individuals, businesses, and charitable organizations. Jeffrey is committed to helping clients achieve their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
GA
07/21/2015 - Present
World Investment Advisors, LLC (ST SIMONS ISLAND GA)
CA
09/01/2017 - 12/31/2023
PENSIONMARK SECURITIES, LLC (SANTA BARBARA CA)
NC
08/07/2015 - 09/01/2017
CAPFINANCIAL SECURITIES, LLC. (RALEIGH NC)
GA
11/30/2010 - 07/09/2015
LPL FINANCIAL LLC (SAINT SIMONS ISLAND GA)
GA
09/29/2006 - 11/30/2010
NRP FINANCIAL, INC. (ST SIMONS ISLAND GA)
GA
10/08/2004 - 09/29/2006
FINANCIAL TELESIS INC (SMYRNA GA)
CA
11/26/2003 - 10/04/2004
DB3 SECURITIES, INC. (SAN DIEGO CA)
NJ
09/04/2001 - 12/12/2001
SUNAMERICA CAPITAL SERVICES, INC. (JERSEY CITY NJ)
MA
10/08/1999 - 09/18/2001
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
LA
04/02/1999 - 11/11/1999
PAN-AMERICAN FINANCIAL ADVISERS (NEW ORLEANS LA)
WI
09/02/1998 - 12/09/1998
SENTRY EQUITY SERVICES, INC. (STEVENS POINT WI)
IN
05/08/1995 - 08/07/1997
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
05/08/1995 - 08/07/1997
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
MN
07/09/1992 - 08/03/1992
FORTIS INVESTORS, INC. (OAKDALE MN)
IA
Issued 04/27/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/01/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/12/2005
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/05/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
Not sure Jeffrey Seymour is the right advisor for you? Invested Better is here to help.
